Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Semiconductor Industry and Manufacturing Process
01:48 • 26min
The Cyclical Nature of the Semiconductor Industry
27:37 • 10min
Wolf Speed: Can They Disrupt the Semiconductor Market?
37:33 • 7min
Discussion on Nvidia's Run-up and Comparison to Cryptocurrency Boom
44:46 • 4min
Discussion on NVIDIA and its uniqueness in the industry
48:41 • 2min
Personal Experiences in Investing and Strategies for Market Down Cycles
51:07 • 5min